Clatos CRMDunes Factory
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Inogic SharePoint Security SyncInogic Tech
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Related Products
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About
Clatos CRM brings the most effective general-purpose solutions and vertical solutions under one roof. Get to understand your audience and find new ways to plug into them. Clatos CRM enables you to adjust your promoting, deals, and back groups with bound together client data. Increase your deal efficiency by 25%. It ranks as the no.1 CRM for its services and user interface. Connect deals, benefits, showcasing, commerce, and IT, and personalize experiences. Ease of plan and execution at speed with high ROI. Keep track of all leads in one spot so you can quickly track their development. Auto-import leads from email, make notes, generate proposals, and attach files. Create a professional and eye-catching invoice. Attach files and send them to your clients immediately. The ability to create recurring invoices. Create an email from scratch or use a pre-built template that fills in necessary contact details. Then, add a document from the CRM document management system.
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About
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Restrict user’s level of access in SharePoint to the same level that is assigned to them in Dynamics 365 CRM. Furthermore, replicate any changes made to Dynamics 365 CRM security privileges in SharePoint.
Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments.
Drag and drop multiple files and folders to upload them all at once.
Generate anonymous links to the documents to share outside of the organization.
Directly email the files as attachments or links to documents from within CRM.
Upload, Rename, Delete & Search files from cloud storage.
Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage.
Security Template to control user privileges to the various actions discussed above.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses in need of a tool to understand and engage their audience while keeping track of all leads
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Audience
Dynamics 365 users
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDunes Factory
Founded: 2009
India
clatos.com
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Company InformationInogic Tech
Founded: 2006
India
bit.ly/3s90DdO
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Categories |
Categories |
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File Sync Features
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization
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